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Leading Financial Advisor Opportunity

3 weeks ago

Kerry, Ireland beBeeFinancial Full time €40,000 - €80,000

We are currently recruiting for a Financial Advisor. The successful candidate will be based in County Kerry and will come from a financial services background with experience in offering financial advice to clients who are self-employed.

This role involves providing comprehensive financial assessments, developing customized financial plans, and offering ongoing financial guidance and investment management services to our clients.

Key Responsibilities:

  • Conduct thorough financial assessments of clients.
  • Develop tailored financial plans that meet the unique needs of each client.
  • Provide expert financial guidance and investment management services to ensure clients achieve their financial goals.
  • Stay up-to-date with market trends and regulatory changes to ensure our clients receive the best possible advice.
  • Maintain accurate records of client interactions and ensure compliance with all relevant regulations.

Qualifications and Skills:

  • Certification as a QFA or equivalent is preferred.
  • A minimum of 2 years' experience in financial advising, with a focus on mortgages, pensions, and investments.
  • In-depth knowledge of financial products, regulations, and lending criteria.
  • The ability to assess clients' financial situations and recommend suitable financial options.
  • Excellent communication and negotiation skills to guide clients through the mortgage process.

Benefits include remote working opportunities, flexible scheduling, and regular professional development to ensure our team members remain at the forefront of their field.